See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,272 | $89,355+29.0% | $141,162-18.3% | $72,985+57.9% |
| Participation rate | 74.4% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 13.72% | 111.85%-98.1pp | 71.39%-57.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,116 | $3,114-64.2% | $4,735-76.4% | $2,440-54.3% |
| Participant deferral / active EE | $6,769 | $5,418+24.9% | $6,709+0.9% | $3,607+87.6% |
| Admin fee / account holder | $21,024 | $5,958+252.9% | $10,261+104.9% | $5,124+310.3% |